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Insider Monkey Blog

AECOM (ACM) Lands Ireland’s Biggest Rail Contract Amid A Costly Charge

On September 10, Transport Infrastructure Ireland named a joint venture between Jacobs (NYSE:J) and AECOM (NYSE:ACM) as program delivery partner for MetroLink, a project set to...

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September 17 - Hedge Funds, News

QIAGEN (QGEN) Rolls Out QIAsymphony Connect Following Q2 Outperformance

On August 27, QIAGEN N.V.

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September 17 - Hedge Funds, News

Cellectis (CLLS) Exits Two CAR-T Programs. Can Gene Editing Justify the Clinical Reset?

Cellectis S.A. (NASDAQ:CLLS) announced on September 14 that its board approved a strategic transformation on September 11.

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September 17 - Hedge Funds, News

Boston Omaha (BOC) Authorizes $30M Buyback. Can Cash Cover it Before the Insurance Sale?

Boston Omaha Corporation (NYSE:BOC) announced on September 11 that its board authorized up to $30 million of Class A share repurchases, effective November 1, 2026.

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September 17 - Hedge Funds, News

Rexford Industrial (REXR) Bets $1.2B On A Leaner Future

On August 18, Rexford Industrial Realty (NYSE:REXR) announced a definitive agreement to sell a $1.2 billion industrial portfolio to an affiliate of EQT Real Estate, a deal expected...

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September 17 - Hedge Funds, News

Gran Tierra Energy (GTE) Seeks Consent on $479.4M of Notes. Can its Colombia Exit Advance?

Gran Tierra Energy Inc. (NYSEAMERICAN:GTE) launched a consent solicitation on September 11 covering $479.353 million of 9.75% senior secured amortizing notes due 2031.

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September 17 - Hedge Funds, News

GE HealthCare (GEHC) Reportedly Eyes $1B Sofie Deal. What Would Ownership Add?

GE HealthCare Technologies Inc. (NASDAQ:GEHC) is reportedly discussing a possible $1 billion acquisition of Sofie Biosciences.

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September 17 - Hedge Funds, News

SEALSQ (LAES) Reported a $32.2M Half-Year Operating Loss. Can Revenue Catch Up With Spending?

SEALSQ Corp (NASDAQ:LAES) disclosed a $32.2 million operating loss for the six months ended June 30, 2026, versus $21.2 million a year earlier.

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September 17 - Hedge Funds, News

Exelixis (EXEL) Faces a Three-Month Zanzalintinib Review Extension. Can the Data Support Approval?

Exelixis, Inc.

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September 17 - Hedge Funds, News

Lineage’s (LINE) Warehouses Are Filling Up, But Profits Are Not

On August 5, Lineage Inc. (NASDAQ:LINE) reported second-quarter 2026 results that pull in two directions at once.

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September 17 - Hedge Funds, News

AMREP (AXR) Revenue Fell 66%. Can Homebuilding Replace Lost Land Sales?

AMREP Corporation (NYSE:AXR) reported on September 11 that revenue fell 66% to $6.1 million for the fiscal first quarter ended July 31, 2026, from $17.9 million a year earlier...

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September 17 - Hedge Funds, News

Vicor (VICR) Plans Two More ChiP Fabs. Can Utilization Justify Expansion?

Vicor Corporation (NASDAQ:VICR) announced on September 11 that it is purchasing a 334,000-square-foot building on 66 acres in Merrimack, New Hampshire, and another 54 acres in...

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September 17 - Hedge Funds, News

Coffee Holding (JVA) Hit a 25% Gross Margin. Can Profits Outlast Tariff Refunds?

Coffee Holding Co., Inc. (NASDAQ:JVA) reported fiscal third-quarter gross margin of 25%, compared with a revised 9.4% a year earlier.

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September 17 - Hedge Funds, News

Rent the Runway (RENT) Grew Revenue 20.8%. Can Higher Spending Produce Sustainable Cash Flow?

Rent the Runway, Inc. (NASDAQ:RENT) reported on September 11 that revenue for the quarter ended July 31 increased 20.8% to $97.7 million.

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September 17 - Hedge Funds, News

Vaxcyte (PCVX) Brings In Pharma Veterans As Its Big Test Nears

On September 3, Vaxcyte (NASDAQ:PCVX) announced two new C-suite hires and moved up the date for its most important looming catalyst.

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September 17 - Hedge Funds, News

Redwood Trust (RWT) Prices $185M of Convertibles. Does Maturity Relief Justify Higher Interest?

Redwood Trust, Inc. (NYSE:RWT) priced $185 million of 7% convertible senior notes due September 2030 on September 11, 2026.

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September 17 - Hedge Funds, News

Hudson Pacific (HPP) Extends $1.1B Hollywood Loan. Can Leasing Improve?

Hudson Pacific Properties, Inc. (NYSE:HPP) secured more time to strengthen its Hollywood Media Portfolio.

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September 17 - Hedge Funds, News

Scholar Rock Holding (SRRK) Wins FDA Approval for ISEMBYLD. Can Add-On Use Scale?

Scholar Rock Holding Corporation (NASDAQ:SRRK) secured FDA approval on September 11 for ISEMBYLD, apitegromab-mstn, to treat spinal muscular atrophy in adults and children aged...

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September 17 - Hedge Funds, News

Cullinan Therapeutics (CGEM) Reports a Six-Month PFS Gain. Can it Justify Higher Toxicity?

Cullinan Therapeutics, Inc.

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September 17 - Hedge Funds, News

Liberty Global (LBTYA): Can £600M of Proposed Virgin Media O2 Cuts Reduce Debt?

Liberty Global Ltd. (NASDAQ:LBTYA) is reportedly pursuing a £600 million reduction in Virgin Media O2’s costs alongside its joint-venture partner.

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September 16 - Hedge Funds, News

AXT Inc. (AXTI) Draws Bullish Analyst Attention — Here’s Why

AXT Inc.

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September 16 - Market Movers, News

Forgent (FPS) Powers 11% Higher on Swing to Profits, Upbeat Outlook

Forgent Power Solutions (NYSE:FPS) rallied for a second day on Wednesday, jumping 11.10 percent to close at $34.84 apiece after swinging to profits in the fourth quarter of fiscal...

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September 16 - Market Movers, News

Jim Cramer Says He Is “Worried About” Uber (UBER)

When a caller inquired if they should buy, sell, or “ride with” Uber Technologies, Inc.

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September 16 - Hedge Funds, News

Jim Cramer Sees Boeing (BA) Rising If Oil Peaks

On September 11, a caller praised The Boeing Company’s (NYSE:BA) CEO and asked when the company would overcome the ongoing labor uncertainty and finally move beyond years of...

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September 16 - Hedge Funds, News

Pharming Group (PHAR) Expands Joenja’s Pediatric Label. Can Growth Offset RUCONEST Weakness?

Pharming Group N.V. (NASDAQ:PHAR) announced on September 11 that the U.S.

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September 16 - Hedge Funds, News

Seagate (STX) Retired its 2028 Notes. Was the Cash and Share Cost Worth it?

Seagate Technology Holdings plc (NASDAQ:STX) announced on September 9 that its subsidiary, Seagate HDD Cayman, completed the redemption and exchange of its remaining 3.50% exchangeable...

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September 16 - Hedge Funds, News

American Tower (AMT) Priced $1.6 Billion of Notes. Is $88.8 Million a Year Worth Longer Terms?

American Tower Corporation (NYSE:AMT) priced $1.6 billion of senior notes on September 9: $500 million at 5.300% due 2031, $500 million at 5.560% due 2033, and $600 million at...

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September 16 - Hedge Funds, News

Alcoa (AA) Priced $2.6 Billion of Acquisition Notes. Can the Assets Cover $175 Million in Interest?

Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries.

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September 16 - Hedge Funds, News

Cognyte (CGNT) Grew Total Software Revenue 21%. Can the Mix Offset Weak Billings?

Cognyte Software Ltd. (NASDAQ:CGNT) reported on September 9 that revenue for the fiscal second quarter ended July 31, 2026, increased 12.0% to $109.2 million.

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September 16 - Hedge Funds, News

Opus Genetics (IRD) Reports Five Early BIRD-1 Responses. Is Phase 3 Planning Justified?

Opus Genetics, Inc.

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September 16 - Hedge Funds, News

Oddity Tech’s Revenue Fell 25%. Is the IL MAKIAGE Advertising Fix Working?

Oddity Tech Ltd. (NASDAQ:ODD) reported second-quarter revenue of approximately $181 million on September 9, down 25% from $241 million a year earlier.

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September 16 - Hedge Funds, News

Korn Ferry (KFY) Grew Contracted Fees 14%. Can AMS Add Growth Without Squeezing Margins?

Korn Ferry (NYSE:KFY) reported fiscal first-quarter fee revenue of $756.5 million on September 9, up 7% year over year.

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September 16 - Hedge Funds, News

Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?

Core & Main, Inc. (NYSE:CNM) reported quarterly sales of $2.145 billion on September 9, up 2.5%. Company-defined non-GAAP adjusted EBITDA reached $274 million.

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September 16 - Hedge Funds, News

Mission Produce (AVO) Raises Calavo Synergy Target Above $30 Million. Can Margins Recover?

Mission Produce, Inc. (NASDAQ:AVO) reported September 8 results for its fiscal third quarter ended July 31.

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September 16 - Hedge Funds, News

TOP Ships Inc. Announces Net Income of $6.5 Million, Diluted Earnings per Share of $0.61 and Stockholders’ Equity of $76.7 Million for the Six Months Ended June 30, 2026

Athens, Greece - TOP Ships Inc.

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September 16 - News, Press Releases

Wealthfront (WLTH) Tops $100 Billion in Platform Assets. Can Revenue and Margins Catch Up?

Wealthfront Corporation (NASDAQ:WLTH) reported on September 9 that fiscal second-quarter revenue increased 1% to $91.9 million, despite platform assets rising 12% to $99 billion...

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September 16 - Hedge Funds, News

Sunbelt Rentals (SUNB) Raises Guidance. Will Higher Fleet Spending Deliver Cash?

Sunbelt Rentals Holdings, Inc.

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September 16 - Hedge Funds, News

AeroVironment (AVAV) Has $1.5 Billion in Funded Backlog. Can Conversion Support Guidance?

AeroVironment, Inc. (NASDAQ:AVAV) reported on September 9, 2026, that revenue for fiscal Q1 2027, ended August 1, 2026, increased 6% to $480.5 million.

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September 16 - Hedge Funds, News

Hawaiian Electric (HE): Does a $1 Billion Bank IPO Valuation Matter?

Hawaiian Electric Industries, Inc. (NYSE:HE) has a potential valuation benchmark for its retained American Savings Bank investment.

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September 16 - Hedge Funds, News

Granite Construction (GVA) Wins $23.7 Million Road Contract. Can Repeat Work Lift Margins?

Granite Construction Incorporated (NYSE:GVA) announced on September 9 that the Federal Highway Administration's Western Federal Lands Highway Division awarded it an approximately...

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September 16 - Hedge Funds, News

SailPoint (SAIL) Reaches $1.2 Billion ARR. Can AI Growth Lift Revenue and Cash Flow?

SailPoint, Inc.

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September 16 - Hedge Funds, News

Tyra Biosciences (TYRA) Dabogratinib Delivers 57% Complete Response Rate in Phase 2 Trial. Is Phase 3 Supported?

Tyra Biosciences, Inc. (NASDAQ:TYRA) reported initial Phase 2 SURF302 results on September 9 for dabogratinib, an investigational oral FGFR3 inhibitor.

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September 16 - Hedge Funds, News

Evommune (EVMN) Drops EVO756 for Eczema. Can EVO301 Carry the Pipeline?

Evommune, Inc.

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September 16 - Hedge Funds, News

MercadoLibre (MELI) Priced $1 Billion of 5.85% Notes. Can Growth Cover the Funding Cost?

MercadoLibre, Inc.

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September 16 - Hedge Funds, News

Fox (FOXA) Faces a Deeper DOJ Review of Roku (ROKU). Can the Deal Still Deliver?

Fox Corporation (NASDAQ:FOXA) disclosed on September 9 that the U.S.

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September 16 - Hedge Funds, News

The Williams Companies (WMB) Loses NESE Water Permit. Can it Preserve a Q4 2027 Start?

The Williams Companies, Inc.

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September 16 - Hedge Funds, News

Circle Agrees to Buy Tazapay. Can Over $25B in Annualized Payment Volume Improve USDC Monetization?

Circle Internet Group, Inc.

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September 16 - Hedge Funds, News

CareTrust REIT’s (CTRE) $400M Bet Extends A Record Year

On September 15, CareTrust REIT (NYSE:CTRE) announced it had closed on a $400 million skilled nursing portfolio in the Southwest, effective September 1, and unveiled a reloaded...

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September 16 - Hedge Funds, News

Aptiv (APTV) Turns Chip Partnerships Into A Physical AI Bet

On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA's newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson...

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September 16 - Hedge Funds, News

Elastic (ESTC) Bets Big On AI Search With New Database

On September 11, Elastic (NYSE:ESTC) rolled out Elasticsearch Vector Database, a new serverless offering the company says lets developers ship large-scale vector search and AI...

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September 16 - Hedge Funds, News

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